Auto-Enrolment Checklist

A structured approach is required to manage workplace pension duties and avoid costly penalties and legal issues. Remindoo offers accountants automated pension workflows designed to track staging dates and re-enrolment windows. So, our system can help your firm and clients meet all legal obligations on time.

Establish Compliance Deadlines

Determine when the law applies to your client. If you miss deadlines, such as the initial staging date or the three-year re-enrollment date, it can result in legal breaches.

Assess And Categorise Staff

Employers must review their workforce in each pay cycle to identify staff who meet specific criteria for automatic enrollment into a pension scheme. You must automatically enrol any employee who is aged 22 or over, below the state pension age, and earning more than £10,000 annually.

Scheme Selection And Software Setup

You are required to have the accurate infrastructure to ensure proper pension processing. Your payroll software must be able to manage complex calculations and facilitate seamless data transfers needed for current auto-enrolment (AE) duties. Also, maintain accurate and detailed records of all AE activities and employee information for at least 6 years.

Official Notices And Compliance

You must send formal letters to staff by specific deadlines to explain how auto-enrolment affects them and to comply with The Pensions Regulator’s (TPR) requirements.

Declaration Of Compliance

After fulfilling the initial duties, you must confirm compliance with the regulator. A legal confirmation involves filing a Declaration of Compliance, stating the employer has fulfilled all its statutory obligations under the workplace pension laws.

Ongoing Responsibilities And Record Keeping

Employers are legally required to pay into employee pension schemes and maintain correct records of these contributions. When they keep proper records, they ensure the changes in employee status or opt-out requests are reflected accurately.

Managing Pension Workflows in Remindoo

Pension workflows involve regular assessments, compliance checks, and coordination with payroll cycles. Managing this work manually or through spreadsheets can lead to missed actions, errors, and increased compliance risk. Remindoo allows firms to manage pension workflows as a structured service within the CRM, giving teams clarity, consistency, and full visibility across all clients.

How It Works

Create Pension Workflows as a service template to standardise your processes across all clients
Create tasks and subtasks templates for each stage of the pension process, breaking work into actionable steps for easier tracking
Add checklists for assessments to ensure eligibility checks, enrolment actions, and compliance steps are completed accurately and consistently
Assign the pension workflow service to individual clients so tasks are applied automatically
Allocate team members and a service manager to each service to ensure clear ownership and accountability
Set up automated reminders and notifications for internal teams and clients to keep work on schedule
Monitor progress in a single central system, giving full visibility and control while eliminating the need for Excel trackers

With Remindoo, pension workflows become organised and traceable, helping your firm manage pension assessments and compliance confidently and efficiently.

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